| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 100 | $10,155 | $9,664 | -$491 | -4.84% |
Ana-Maria Ignat Covestor Ltd | 138 | $12,406.92 | $13,336.32 | $929.4 | 7.49% |
| SP Samantha Pierangeli City State Bank | 1,375 | $113,396.25 | $132,880 | $19,483.75 | 17.18% |
| WJ William Jollie Quent Capital LLC | 1,183 | $151,695.77 | $114,325.12 | -$37,370.65 | -24.64% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 12,568 | $981,085.43 | $1.21M | $233,486.09 | 23.8% |
Michael Byun SageView Advisory Group LLC | 1,053 | $126,711 | $101,761.92 | -$24,949.08 | -19.69% |
| TK Taro Kuriyama Axq Capita LLP | 6,430 | $773,722.29 | $621,395.2 | -$152,327.09 | -19.69% |
David K. Balsdon Harvest Portfolios Group Inc. | 7,523 | $760,555.07 | $727,022.72 | -$33,532.35 | -4.41% |
Brad Saenz Coastwise Capital Group LLC | 8,586 | $677,327.19 | $829,751.04 | $152,423.85 | 22.5% |
| JG John Ginter Callan Family Office LLC | 4,020 | $378,857.49 | $388,492.8 | $9,635.31 | 2.54% |
Mark Mowrey Signature Resources Capital Management LLC | 15 | $1,378 | $1,449.6 | $71.6 | 5.2% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,671 | $311,223.09 | $258,125.44 | -$53,097.65 | -17.06% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 1,119 | $100,540.66 | $108,140.16 | $7,599.5 | 7.56% |
Mariana Coli Dunhill Financial LLC | 5 | $576.91 | $483.2 | -$93.71 | -16.24% |
| DP Drew Phillips Fortitude Family Office LLC | 87 | $8,536.2 | $8,407.68 | -$128.52 | -1.51% |
Darren Tapley New England Capital Financial Advisors LLC | 5 | $412.35 | $493.72 | $81.37 | 19.73% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,352 | $237,418.35 | $227,297.28 | -$10,121.07 | -4.26% |
Kevin Kroskey True Wealth Design LLC | 15 | $1,375.4 | $1,449.6 | $74.2 | 5.39% |
Jill Batley Gateway Wealth Partners LLC | 4,149 | $476,285.4 | $400,959.36 | -$75,326.04 | -15.82% |
| PIL PFG Investments LLC PFG Investments LLC | 2,674 | $269,183.84 | $258,415.36 | -$10,768.48 | -4% |